Crystal
Hill

Usi Advisors

CRD#6708869
Investment Advisor
in Knoxville, TN

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About this Advisor

Crystal Hill is a financial advisor based in Knoxville, Tennessee, working with Usi Advisors. Crystal has previously held positions at Usi Consulting Group, Knox County Schools, and Usi Securities, Inc. Crystal has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Crystal is part of Usi Advisors, which operates out of Knoxville, Tennessee. The firm has 13 offices and 75 employees. The firm manages assets totaling $41.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Usi Advisors includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

900 South Gay Street Suite 1796
Knoxville, TN 37902

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Usi Advisors Brokerage Details

Total Assets Under Management

$41,618,061,377

TN Average: $5,297,377,271
Total Number of Employees

75

TN Average: 35
Total Number of Accounts

1,348

TN Average: 690
Average Account Size

$30,873,933

TN Average: $7,677,358

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Crystal Hill Work History

2017 - Present (7 years)

Usi Securities, Inc

2015 - Present (9 years)

Usi Consulting Group

2012 - 2015 (3 years)

Knox County Schools

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Crystal Hill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usi Advisors

Michael Wyman
Glastonbury, CT
Austin Robinson
Knoxville, TN
Sandra Cross
Knoxville, CT
Boris Natyshak
Glastonbury, CT
Pamela Minish
Glastonbury, CT
Scott Waskiewicz
Glastonbury, CT
David Brisnehan
Glastonbury, CT
Bindu Patel
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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